Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Dayton, Ohio, part of the Greater Dayton Metropolitan area, is the fourth largest metropolitan area in Ohio. It is in a very centralized area of the United States and is, therefore, within 500 miles of 60% of the country's population. This makes Dayton a logistical center for shippers, suppliers and manufacturers. The cost of living in Dayton is 9% lower than the national average, making Dayton an affordable place to live. Since the cost of living is low, getting an experienced financial advisor to provide you with the right advice could be beneficial to planning for your financial future. Choosing which financial advisor would work best for your financial situation may be quite a hard decision to make, with almost 4,000 or more financial advisors to choose from. It's our mission at WiserAdvisor to help you find and connect with vetted fiduciary financial advisors that would best suit your financial needs.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Dayton, Ohio.
Dayton
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Dayton,
Ohio
have an average of
29
years of experience.
NOTE: The list of vetted financial
advisors in
Dayton,
Ohio
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Dayton, Ohio.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Doug Kinsey
CFP®, CIMA®, AIF® ARTIFEX FINANCIAL GROUP, LLC 2305 Far Hills Avenue, Suite 206, Dayton, OH 45419 |
25 Years | $300,000,000 | $1,000,000 | Fee-Only |
| Not Disclosed | $249,000,000 | $500,000 | Fee-Only | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
|
Rick Scheeler
CLTC®, CASL®, CFP®, MSFS, RICP®, AEP®, CLU®, ChSNC®, CAP®, CKA®, ChFC® SCHEELER FINANCIAL GROUP 9078 Union Centre Blvd, Suite 202, West Chester, OH 45069 |
22 Years | Not Specified | $500,000 | Fee-Based |
|
Dave Wilder
Certified Trust and Financial Advisor (CTFA), CFP®, Accredited Investment Fiduciary® (AIF) TOTAL WEALTH PLANNING 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241 |
35 Years | $1,000,000 | $5,000 | Fee-Only |
|
Edelman Financial Engines, LLC
100 East Business Way, Summit Woods I Building, Suite 360, Cincinnati, OH 45241 |
Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
|
Retirement Corporation of America
AWMA®, CFP®, CRPS®, CRPC®, APMA® 10300 Alliance Road, Site 100, Cincinnati, OH 45242 |
37 Years | $70,000,000,000 | $100,000 | Fee-Based |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | $0 | Fee-Based | |
| Not Disclosed | $205,600,000,000 | Not Specified | Fee-Only |
Qualifications
CRD# 1223159
Firm CRD# 140643
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
2305 Far Hills Avenue,
Suite 206,
Dayton,
OH
45419
Phone Number
855-752-6644
Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has received his master's of liberal arts in management degree from Harvard University in 2020. Doug's passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $300,000,000 in assets and serves 300 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, estate planning, tax preparation and planning and private market investments for accredited investors.
Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5169351
Firm CRD# 304207
Compensation/Fee Fee-Only
Office Location
2955 Exchange Place Blvd,
Miamisburg,
OH
45342
Phone Number
937-567-0646
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life. We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings. We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4611216
Firm CRD# 6413
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
9078 Union Centre Blvd, Suite 202,
West Chester,
OH
45069
Phone Number
513-883-6100
My objective is to help my clients gain a sense of clarity about their future, build a financial plan to get there and then implement by investing in the future. We care deeply about our clients - it is so much more than business to us. We take their success personally. Trust is essential for every relationship to be prosperous which is why I take the time to get to know the people I work with personally. As an independent advisor, the client is my sole consideration. I am committed to my candor, empathy, and dedication when prioritizing values and creating a holistic long-term plan.
We are an INDEPENDENT ADVISORY FIRM which allows us to be FOCUSED ENTIRELY ON YOU. We exist to provide a one-of-a-kind, high-end concierge experience. WE CARE PERSONALLY ABOUT YOUR SUCCESS!
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
4665 Cornell Rd,
Suite 160,
Cincinnati,
OH
45241
Phone Number
513-984-6696
As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master's in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave's background and experience includes: - 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. - Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. - Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired - Five-Star Advisor through Paladin Registry - 2008 Reuters Top Advisor - Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.
For over 35 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.
Advisory Services Provided:
Financial Advice & Consulting
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
100 East Business Way, Summit Woods I Building,
Suite 360,
Cincinnati,
OH
45241
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 6315979
Firm CRD# 283816
Series 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
10300 Alliance Road, Site 100,
Cincinnati,
OH
45242
Phone Number
513-769-4040
RCA traces its roots back to 1988, when the original advisory firm was formed by the Kiley family. From the very beginning, the RCA vision was focused on a disciplined process of helping clients create a customized Family Master Plan. This plan defines financial and lifestyle objectives and outlines specific investment strategies for helping accomplish those objectives. To this day, the same principles apply as RCA focuses on helping you define and reach your goals. Our purpose is to help provide a path, connecting you to the future you desire- whether you're investing for financial growth, preparing to send kids or grandkids to college, planning for your retirement, or working toward some other goal. We can help you understand your financial options, while addressing key risks you may face, to help build your achievable strategy. RCA'S dedicated and passionate team will work hard on your behalf to help bridge the gap between where you are and where you want to go. As your situation or objectives change, we will be here for you to discuss ways to adapt your Strategy.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
7310 Turfway Road,
Suite 550,
Florence,
KY
41042
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 117756
Series 7
Compensation/Fee Fee-Based, Based on Assets
Office Location
5000 Horizons Dr.,
Columbus,
OH
43220
Phone Number
888-225-3777
Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You. Sequoia Financial Group offers full-service, comprehensive wealth management services. Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape. Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group: Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love. Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
8800 Lyra Drive,
Suite 220,
Columbus,
OH
43219
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 28 | 15730 | $4,328,922,124 | A percentage of AUM |
|
| 14 | 3190 | $910,992,747 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 377 | $456,465,927 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 3 | 35 | $456,055,482 | A percentage of AUM, Fixed fees |
|
| 10 | 387 | $260,617,801 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6 | 205 | $245,683,085 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6 | 707 | $199,402,874 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 1 | 285 | $141,133,143 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 0 | $0 | Fixed fees |
|
| 13 | 0 | $0 | Hourly charges, Fixed fees, Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS) |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
